Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Desoto is a financial advisor with over 12 years of experience in the financial services industry. Kimberly is registered with FINRA as a General Securities Principal, and has held licenses to sell securities in Arizona, Pennsylvania, and Texas. Kimberly is a licensed Series 63, Series 7, and Series 24 holder. Kimberly has experience in helping clients with their financial needs. Kimberly Desoto works for Vanguard Marketing Corp.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
PA
02/21/2011 - Present
Vanguard Marketing Corp. (MALVERN PA)
BC
Issued 03/03/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2022
Series 24 - General Securities Principal Examination
BC
Issued 08/08/2019
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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